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Technology Stocks : Compaq
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To: hlpinout who wrote (60268)5/1/1999 4:37:00 PM
From: rupert1  Read Replies (1) of 97611
 
hio: I listened to that commentary and can recommend it. Very encouraging for CPQ longs to hear Rosen and the company talked about in that way. The commentator, who has know Rosen a long time, expects the CEO appointment will take 6 months but that Rosen will move very fast eliminating bureaucracy and simplfying and speeding up decision-making. He thinks there will be a constant stream of news and announcements from the company as the Rosen reforms take effect. He goes on to say that HWP IBM and COMPAQ have all been slow to make adjustments to the channel and he hopes that Rosen will make decisive statements about this in the next few weeks.

I listened to several other audios including the analysts questioning Rosen and his colleagues. Everything I listened to was encouraging.

It's a good site. But the bias in favour of the role of re-sellers is evident.
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